SharePoint Integration
under review
j
jacob bryant
With the SharePoint Integration, you'll be able to link a folder in SharePoint to a client within Financial Cents. Linking will enable a two-way sync so that whatever changes you make in one platform will be reflected in the other, making it easier to maintain and access documents across your preferred DMS and Financial Cents.
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Amanda Aparicio
under review
Amanda Aparicio
planned
J
Jina Hernandez
Amanda Aparicio Hi Amanda, when marked under review what does this mean? Also, when SharePoint Integration is done, will this mean when client uploads to FC then we can sync the documents to save in our Sharepoint?
Amanda Aparicio
Jina Hernandez "Under Review" means that we're currently considering this feature, but we need to do additional research and/or get more input from users before we can confidently say "Okay, we plan on doing this next" if that makes sense!
I'll update the post itself to be more clear what this integration entails, but essentially, we'd like to enable a two-way sync with SharePoint and Financial Cents, so any files/folders you create in your client folder in SharePoint will sync to the same client within Financial Cents.